Nick Scott | Dynamics CRM Consultant with BKD Technologies Nick Scott | Dynamics CRM Consultant with BKD Technologies Module 1: Dynamics CRM Overview • • • • • Microsoft Dynamics CRM Functionality Deployment Options Forms, Fields, Records & Entities Entity Relationship Model Navigation Dynamics CRM Functionality • Support Sales, Marketing & Service • Customizable • Marketplace CRM Functional Areas Sales Marketing Customer Care Sales Functionality • • • • • Leads Opportunities Communication tracking Product database Sales processes Sales Process Client Care Functionality • • • • • Case Recording Contract Management Services & Resources Management Appointment Scheduling Knowledge Base Marketing Functionality • • • • Planning & Budgeting Marketing Lists Campaigns Tracking and Reporting Marketing Process CRM Functional Areas Sales • • • • • Leads Opportunities Communication Database Process Marketing • • • • • • Planning Budgeting Marketing Lists Campaigns Tracking Reporting Customer Care • • • • • Cases Contracts Resource Mgmt. Scheduling Knowledge Base Deployment Options and Clients • • • • Deployment Options Web Client Outlook Client Mobile & Tablet Client Deployment Options On-Premise Online/Cloud Partner Hosted Web Client Outlook Client Mobile Client Deployment and Clients • Deployment options – On-Premise – Cloud – Partner hosted • Access CRM – Web – Outlook – Mobile/Tablet App Entity, Form, Field & Record Entity Field Contact Form Record Entity Relationships Example Opportunity Entity Relationships Contact Account Opportunity Dynamics CRM 2013 Security Active Directory CRM 2013 Navigating Dynamics CRM • Basic Navigation • Working with Records • Navigating within a Record ©2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Office, Azure, System Center, Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.